Nest Wealth Asset Management Inc. – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 20 Jul 2020 14:50:57 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Nest Wealth Asset Management Inc. – Investment Executive https://www.investmentexecutive.com 32 32 Nest Wealth Pro offers Forstrong portfolios https://www.investmentexecutive.com/news/industry-news/nest-wealth-pro-offers-forstrong-solutions/ Mon, 20 Jul 2020 14:49:48 +0000 https://www.investmentexecutive.com/?p=404364 Forstrong manages global ETF portfolios

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]]> Report predicts robo AUM will surpass US$1 trillion within 5 years https://www.investmentexecutive.com/news/industry-news/report-predicts-robo-aum-will-surpass-us1-trillion-within-5-years/ Fri, 24 May 2019 14:57:41 +0000 https://www.investmentexecutive.com/?p=382225 Aite Group estimates robo platforms will have $1.26 trillion in AUM by 2023

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]]> Nest Wealth acquires financial planning software firm Razor Logic Systems https://www.investmentexecutive.com/news/industry-news/nest-wealth-acquires-financial-planning-software-firm-razor-logic-systems/ Wed, 15 May 2019 15:58:31 +0000 https://www.investmentexecutive.com/?p=381899 The digital platform will now combine financial planning and wealth management

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]]> Strong demand for group RRSPs at work https://www.investmentexecutive.com/news/industry-news/strong-demand-for-group-rrsps-at-work/ Wed, 03 Oct 2018 14:49:28 +0000 https://www.investmentexecutive.com/?p=356683 Having a group RRSP in place through employers made a significant difference in employees’ “confidence in their financial future,” new Nest Wealth study finds

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]]> Value Partners chooses Nest Wealth Pro https://www.investmentexecutive.com/news/industry-news/value-partners-chooses-nest-wealth-pro/ Mon, 11 Jun 2018 15:40:44 +0000 https://www.investmentexecutive.com/?p=351187 The digital wealth platform lets advisors onboard, engage and manage their clients more efficiently

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]]> SP Wealth selects Nest Wealth digital platform https://www.investmentexecutive.com/news/industry-news/sp-wealth-selects-nest-wealth-digital-platform/ Wed, 25 Apr 2018 15:20:10 +0000 https://www.investmentexecutive.com/?p=349449 The robo-advisor platform with allow the firm to substantially reduce the administrative work that doesn’t add value to clients

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]]> Nest Wealth rolls out digital group RRSP https://www.investmentexecutive.com/news/industry-news/nest-wealth-rolls-out-digital-group-rrsp/ Tue, 27 Mar 2018 15:00:02 +0000 https://www.investmentexecutive.com/?p=348237 New program removes barriers for small- to medium-sized businesses to open and run their own group plans

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]]> Credential to partner with Nest Wealth https://www.investmentexecutive.com/news/industry-news/credential-to-partner-with-nest-wealth/ Thu, 16 Mar 2017 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/credential-to-partner-with-nest-wealth/ Credential’s partner firms and their advisors will gain access to Nest Wealth Pro’s white label robo-advisor platform as a result of the agreement

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]]> Former iShares executive joins Nest Wealth https://www.investmentexecutive.com/news/people/former-ishares-executive-joins-nest-wealth/ Thu, 09 Jun 2016 12:50:00 +0000 https://www.investmentexecutive.com/uncategorized/former-ishares-executive-joins-nest-wealth/ Chris Hogg has been tapped to run the robo-advisor’s new tech platform

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]]> Nest Wealth readies launch of new tool for financial advisors https://www.investmentexecutive.com/in-depth_/special-reports/nest-wealth-readies-launch-of-new-tool-for-financial-advisors/ Tue, 19 Apr 2016 19:00:00 +0000 https://www.investmentexecutive.com/uncategorized/nest-wealth-readies-launch-of-new-tool-for-financial-advisors/ The robo-advisor firm will launch Nest Wealth Pro, a technological tool that keeps the advisor as the focal point of a relationship with a client, in the third quarter

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